Ebony Montesino

Senior Client Service Associate

Ebony Montesino joined the firm in April 2017 in an office management role before transitioning to the wealth advisory team as a current Senior Client Service Associate. She has an extensive background in administrative services and operations, specializing in executive support, calendar management and financial coordinating. Before joining the firm, she was an Executive Assistant at Cantor Fitzgerald Wealth Partners and worked for many years with NBC Universal. A graduate of the College of Westchester (cum laude), Ebony studied to be a Processing Specialist and Administrative Assistant. She also earned an Associate of Applied Science Degree and a BS in Business Finance with a concentration in Certified Financial Planning from the University of Phoenix.

Previous Experience

  • Executive Administrative Assistant at Cantor Fitzgerald
  • Operations Manager and Executive Assistant at Human Capital

Education & Credentials

  • AA, University of Phoenix, Business Administration & Management
  • BS, University of Phoenix, Business Finance with a concentration in Certified Financial Planning

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.